Win Carson bolsters exec team
Just weeks after it lost two of its key executives to rival Financial Wisdom, IOOF-owned dealer group Winchombe Carson has sought to bolster its executive team.
The group announced yesterday it had appointed Alex Tullio as regional manager for Victoria, South Australia and Western Australia.
Tullio was previously an account manager with IOOF, specialising in sales to the corporate super market and platforms. She also represented IOOF’s funds management joint venture, Perennial Investment Partners.
Her move to the dealer group follows the departure of national manager Tim van Leuwin and operations manager Tony Mantinio, both of who jumped ship to join the Commonwealth Bank-owned Financial Wisdom.
Van Leuwin took on the role of southern regional manager at Financial Wisdom, while Mantinio has become practice development manager for the dealer group’s Victorian and Tasmanian advisers.
Recommended for you
An adviser has received a written reprimand from the Financial Services and Credit Panel after failing to meet his CPD requirements, the panel’s first action since June.
While efficiency remains a top priority for Australian advisers, State Street has revealed the profession is now juggling this desire with the need to maintain personalisation of its service offering.
A possible acquisition of data provider Iress is becoming a greater likelihood after the firm announced it is engaging with multiple interested parties.
AMP has reported a 61 per cent rise in inflows to its platform, with net cash flow passing $1 billion for the quarter, but superannuation fell back into outflows.